Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$233K Hold
2025
Q1 		$246K Hold
2024
Q4 		$241K Buy
2024
Q3 		– Sell
2024
Q2 		$228K Hold
2024
Q1 		$237K Buy
2023
Q4 		– Sell
2023
Q3 		$131K Buy